Project Manager - Secondsight

Foster Denovo currently boasts over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers, and employees.

Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. As such, we aim to delight every client we come into contact with.

When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients, and partners alike.

Foster Denovo is proud to hold the Platinum Investors in People accreditation, demonstrating a clear commitment to the people who make us an employer of choice.

Purpose of the job:

To manage the implementation of Scheme Switches and Salary Sacrifice projects for new and existing Secondsight clients, ensuring a positive client experience throughout.

Job summary:

Working within the corporate client projects team, this client-facing role will be responsible for managing the onboarding of new clients or introducing new services to existing clients, ensuring a positive client experience throughout. They will lead on projects, be the main point of contact, and be responsible for the success of each project, delivering multiple projects simultaneously from conception to delivery.

This includes understanding client and Partner requirements, priorities, and budget, and delivering against these; planning each phase; analyzing the progress of each project; coordinating and briefing other departments involved in the project; ensuring they are aware of their role; and dealing with any risks or issues. This role requires strong Project Management skills and the ability to apply this knowledge to any project. Excellent communication with all stakeholders of the project (internal and external) is key to the success of this role.

Main responsibilities:

• Run successful projects to support the Partners in winning new clients and increasing the value to and from existing clients.
• Be proactively involved in delivering a consistently high quality of service within our agreed process and service standards.
• Assist in monitoring the quality of outputs, particularly relating to any client-facing documents or communications.
• Maintain good communication between the key stakeholders of each project to ensure all relevant parties understand their role, the status, and progress of work.
• Deal with any issues raised in a prompt, polite, and professional manner at all times.
• Work with providers to improve their levels of service where appropriate.
• Follow the handover process to deliver good outcomes for Partners and their Clients efficiently.
• Proactively obtain feedback from Partners and Clients, assisting the Project Team Manager to ensure that the team continues to develop and delight clients.
• Have a good understanding of the advice process, Foster Denovo’s systems and processes, and the regulatory requirements imposed by the FCA, ensuring these are reflected in the tasks performed.
• Think laterally, challenge current processes, and find ways to improve the service.
• Keep up to date with FD compliance policies and procedures to ensure that services are delivered professionally.
• Able to delegate while retaining accountability.
• Able to consistently deliver projects on time and within budget.

Key skills and personal attributes:

• Able to juggle priorities.
• Able to disseminate complex information in a concise and clear manner.
• Ability to multi-task and manage several projects simultaneously.
• Ability to adapt style to suit clients.
• Exceptional attention to detail.
• Broad understanding of Financial Services, including Employee Benefits and Individual advice.
• Personable.
• Excellent written and verbal communication skills.
• Good understanding of the Pensions Reform Act.

What we offer you:

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.

Our benefits package includes:

• 25 days holiday (increasing by an additional day per annum up to 30 days).
• Foster Denovo will match your personal pension contribution up to a maximum of 7.5%.
• Life assurance of up to 4 x your salary.
• Income protection of 75% of your basic salary in the event of long-term sickness.
• Employees can use our financial advisers within the company for any financial advice or knowledge.
• Interest-free season ticket loans, eye care, and childcare vouchers.
• Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers).

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